In the quickly evolving world of accounting, technology is helping firms achieve peak performance in five key ways: growth, profitability, efficiency, agility, and transformation. The recently completed Peak Performance webinar series touched on how technology can help firms achieve positive outcomes in these areas.
Positioning Your Firm for Growth & Profitability
The “Understanding and Serving Clients Better” webinar discusses real-world, practical considerations for using technology like predictive intelligence to be proactive about client needs. For example, tools like CCH Axcess™ iQ automate the process of identifying clients affected by legislative change. As a result, your firm can take on a higher-level advisory role offering higher-value services to your clients.
Gaining Efficiency with Automation
What firm isn’t looking for ways to work smarter and faster? Reducing time spent on routine tasks helps maximize resources when times are tight. Plus it’s also a key way to free up staff to focus on higher-ticket advisory services. In the “How to Improve Efficiency as a Digital Firm” webinar, firms learn ways to automate tasks like document processing with CCH® ProSystem fx® Scan with AutoFlow Technology. Efficiency gains also include simplifying client interactions with collaboration tools, and reducing hours per return.
Agility Keeps Firms on Their Toes
When change is constant, technology gives firms the ability to quickly pivot. The “Leveraging Innovation to Increase Your Firm’s Agility” webinar examines how agility helps firms take advantage of new opportunities. Strategies include managing projects with more accountability using CCH Axcess™ Workstream and shifting staff time from routine tasks to client engagement, in addition to leveraging real-time reporting with Data Axcess Dashboards to make better decisions.
On Track for Digital Transformation
Remote work solutions are helping firms transform how they do business, including meeting the changing needs of clients and staff. The “Adapting to Change in a Transforming Profession” webinar explores the benefits of digital transformation. Transformative strategies include leveraging AI and predictive intelligence, enabling anytime-anywhere access for staff with cloud-based solutions, and collaborating remotely with clients via tools like CCH Axcess Client Collaboration.
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